Payments - Related Functions

Other Functions

The following functions appear in the Go To... option in each row of the Results List.

• Add Refund: Select the "Add Refund" option to add a refund record for the payment in the same row. The button opens the OnAccount /Refund function window.  If the original payment was a credit card, the electronic transaction details will also copy into the refund record.  If one of the original payments contained a Payer, the Payer data will also copy to the refund transaction. This function only displays for InvoiceB and InvoiceC payment methods.
  
• Reassign Payment: This function allows a user to move an existing payment to a different invoice and course of the same or different client. In a multi-branch site, the process is limited to the current branch only. The process is an actual move, not a copy, transfer, clone or credit. This function only displays for InvoiceB and InvoiceC payment methods.
• Print Invoice: In the same row, select the "Print Invoice" option to preview an invoice that contains the course.  The default receipt format can be set in the Branch Unit defaults section.
• Print Receipt:  In the same row, select the "Print Receipt" option to preview a receipt for the course. The default receipt format can be set in the Branch Unit defaults section.
• Send Receipt:  This function will email a receipt for the transaction in the same row selected. There are two possible email templates that will be used by the email function. One is for purchases and one is for refunds.  The same function launches both and automatically selects which email template to use.  If the Email Receipt Refund template does not exist, the email uses the default.   See Email Overview.